Personal Information 

• Last years income tax if you are a new client
• Banking information if direct deposit required
• Name, address, Social Security number and date of birth for yourself, spouse and dependents
• Dependent provider, name, address. tax ID and S.S.N.

Income Data Required 

• Social assistance income
• Pension / annuity /stock or bond sales
• Contract / partnership I trust I estate income
• Gambling / lottery winnings and losses / prizes / bonus
• Alimony income
• Rental income self employment /tips foreign income
• Wages and or unemployment
• Interest and / or dividend Income
• State / local income tax refunded 

Expense Data Required 

• Employment-related expenses
• Gambling / lottery expenses
• Investment expenses
• Real estate taxes
• Estimated tax payments to Federal and State government and dates paid
• Home property taxes
• Charitable contributions cash non-cash
• Purchase qualifying for residential energy credit
• IRA contributions / retirement contributions
• Home purchase
• Dependent care costs
• Education tuition costs / materials purchased
• Medical dental
• Mortgage / home equity loan interest / mortgage insurance